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Finance

AR aging report

Turn an invoice export into an AR aging workbook with standard buckets and a client summary tab. Live Xero and QuickBooks pulls are coming soon.

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The problem

AR reviews need consistent aging buckets; manual pivot work delays collections calls.

What you get

Bucketed aging with customer subtotals and a summary tab for weekly finance standups.

Upload hint: Upload an open invoice export.

Works with

XeroQuickBooks
Prompt is applied when you click Use this recipe — you can edit it in the generator before running.

Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

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